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Notification Type Definition

Define different types of notifications and how they will operate. These settings control how a user is notified when a modeled form is filed, and create table columns that will be used in forms created through RADplus Utilities modeling (Table Definition form, Type of Column field).

Avatar CWS > RADplus Utilities > Workflow Management

Types of notifications:

  • Notify Only - Notifies a user that an event has occurred by sending a To-Do.

  • Notify Only with Draft/Final - (draft status) Notifies a user when a form with workflow notification functionality has been submitted.

  • Require response with Draft/Pending Approval/Final - (draft status, required users) The user receiving the notification is required to send comments to the sending user.

  • Notification type response required - The user receiving the notification is required to send comments to the sending user.

Edit user lists

  1. Click Select Workflow Notification Type. The Select Workflow Notification Type dialog displays.

  2. Select the notification type, click Ok.

New user lists

  1. In the Workflow Notification Type field, enter the notification type ID.

  2. In the Workflow Notification Description field, enter the description.

  3. In the Deactivated field, select Yes to make the notification type unavailable. Deactivating a notification type does not delete it from myAvatar .

  4. In the Requirement Status field, select the type of notification response required when a modeled treatment plan is filed that has workflow functionality:

  • Required For All Users - Users are required to send a notification to users on their required workflow lists.
  • Not Required - Users select whether to send workflow notifications to users on their workflow lists.
  • Required For Specific Workflow Lists - Users on required workflow lists must send a notification to users on their workflow list.
    The treatment plan can be filed with a treatment plan status of draft (no response required), or pending approval (supervisor response required from).
  1. In the Outgoing Comments field, enter information that will display in a user's To-Do list.

  2. In the Send Draft Notification to Submitting User field, select Yes to send a notification To-Do item to the user who created the Notification Type, when a modeled form with Workflow components is submitted with Draft status.

  3. In the Documentation field, enter information associated with the notification type. This information displays when the notification type is selected in the Table Definition form.

  4. When finished, click Submit.

Notification response requirement

Define whether a notification response is required, when a modeled treatment plan is filed with workflow functionality.

  • Notify Only
    A workflow notification is sent to users. No response is required.

  • Notify with Draft/Final
    A workflow notification is sent to users when Final is selected in the Treatment Plan Status field. No response is required.

  • Require response with Draft/Pending, Approval/Final
    A workflow notification is sent to users when Pending Approval is selected in the Treatment Plan Status field. The workflow notification is approved (treatment plan status changed to final), or disapproved (treatment plan changed to draft).

 

 

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